?FE Risk Scores measure the riskiness of instruments relative to the FTSE 100 index of shares. Weekly volatility is measured over three years with recent behaviour counting more heavily than earlier behaviour. Cash-type investments will have scores close to zero. Funds will tend to have scores in the 0-150 range. The FTSE 100 is always scored at 100. There is no upper limit.

?Alpha is a measure of a fund's over- or under-performance by comparison to its benchmark. If the Alpha is 5, the fund has outperformed its benchmark by 5%; so the greater the Alpha, the greater the outperformance.

-0.62

Beta

?Beta estimates a fund's volatility by comparison to that of its benchmark. A fund with a beta close to 1 means that the fund will move generally in line with the benchmark. Higher than 1 and the fund is more volatile than the benchmark and vice versa.

1

Sharpe

?This commonly-used measure calculates the level of return over and above the return of a notional risk-free investment, such as cash. The difference in returns is then divided by the fund's volatility. The resulting ratio is an indication of the amount of excess return generated per unit of risk.

0.02

Volatility

?Volatility (or standard deviation), when applied to an investment fund, expresses its risk. It shows how widely a range of returns varied from the fund's average return over a particular period. For example, if a fund had an average return of 5%, and its volatility was 15, this would mean that the range of its returns over the period had swung between +20% and -10%.

10.04

Tracking error

?This measures the standard deviation of a fund's excess returns over the returns of an index or benchmark portfolio. As such, it can be an indication of 'riskiness' in the manager's investment style. A Tracking Error below 2 suggests a passive approach. At 3 and above the the manager will be deploying a more active investment style.

2.43

Information ratio

?This is a useful risk-adjusted measure of actively managed fund performance. It is calculated by deducting the returns of the fund's benchmark from the fund's overall returns, then dividing the result by its tracking error. The higher the Information Ratio the better. It is generally considered that a figure of 0.5 reflects a good performance, 0.75 very good, and 1.00 outstanding.

-0.26

R-Squared

?An indication of how closely correlated a fund is to an index or a benchmark. Values for R-Squared range between 0 and 1, with 0 indicating no correlation at all and 1 showing a perfect match. Values upwards of 0.7 suggest that the fund's behaviour is increasingly linked to its benchmark.

0.94

Price movement

52 week high262.8

52 week low207.7

Current bid price251

Current offer price264.2

Current mid price-

Region

1

UK

98.36%

2

Money Market

1.64%

Industry sector

1

Industrials

20.28%

2

Health Care

15.18%

3

Consumer Services

14.07%

4

Consumer Goods

13.53%

5

Oil & Gas

12.33%

6

Financials

11.94%

7

Basic Materials

5.91%

8

Technology

5.12%

9

Money Market

1.64%

Asset type

1

UK Equities

98.36%

2

Money Market

1.64%

Individual holdings

1

BP

5.7%

2

ROYAL DUTCH SHELL

5%

3

GLAXOSMITHKLINE

4.7%

4

PRUDENTIAL PLC

3.5%

5

RIO TINTO

3.5%

6

SHIRE PLC

3.5%

7

CRH

3.1%

8

RECKITT BENCKISER GROUP PLC

3%

9

ASTRAZENECA PLC

2.8%

Management

Fund manager group

Phoenix Life Limited

Fund manager company

Phoenix Life Limited

Fund type

Pension Fund

Fund objective

Capital growth through investment principally in UK large and medium capitalisation companies which, in the Manager's opinion, show above average profitability, management quality and growth.

Benchmark

FTSE All Share

Investment style

Growth

Investment method

No data available.

Fund managers

Name

Since

Biography

Nigel Thomas

31/07/2013

Nigel joined AXA Investment Managers in 2002. He is the lead manager for the AXA Framlington UK Select Opportunities Fund. He trained as an accountant with Robson Rhodes, leaving to join Carrington Pembroke (subsequently ABN AMRO and now Artemis Unit Trust Managers) as a Private Client Portfolio Manager. He subsequently joined Hill Samuel to run the Hill Samuel Smaller Companies Unit Trust for two years before rejoining Carrington Pembroke in 1986, launching and managing their UK Growth Fund. Nigel graduated from University College London with a degree in Economics and Geography in 1976.

Jamie Hooper

20/11/2006

Jamie Hooper joined AXA Investment Managers in November 2006 and is the lead manager responsible for the AXA Framlington UK Growth fund. Jamie joined from Foreign & Colonial (F&C) where he worked initially as a analyst of pan-European financial companies before successfully managing UK equity portfolios for both Institutional and Investment Trust clients (including the ISIS UK Select Trust plc). He joined F&C in 1995 following a career in banking, where Jamie worked for Barclays plc as a senior corporate advances analyst for eight years. Jamie is an Associate of the Chartered Institute of Bankers and the UK Society of Investment Professionals (formerly AIIMR).

Compliance

No data available.

Domicile

No data available.

Fund for sale in

United Kingdom

Phoenix SM AXA Framlington UK Growth Pn

Initial charge-

Annual charge-

Min single investment£0

Min regular saving£0

Available in ISANo

Ongoing charge (OCF)-

Total expense ratio (TER)-

Bid price251

Offer price264.2

Mid price-

CurrencyGBX

Price updated08/12/2016

Type-

Institutional or retail classRetail

Domicile-

Citi codeS454

Data provided by

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Moneywise and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Financial Express. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.

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